FAQ
How to set expiry date and reminders for any document?
1. Admin can create a group "DOCUMENT_EXPIRY_NOTIFICATION_LIST" to get notifications on users email addresses. 2. Add users in the above group whom you want to be notified. 3. Add an aspect "Expirable Document" to those specific documents and set the ...
EisenVault Support Policy
EisenVault DMS Subscription provides software support and updates to help you keep pace with ever-growing demand of simplifying your business documents. EisenVault Support assures you of: Unlimited Support Instances. Regular Updates (New features, ...
How does “Edit Online” work?
You can go to the file>click on “Edit Online”>It will open and then save the same. Your new document will be saved and a new version will be there.
What is the difference between Append and Insert for PDF?
In case of Append, the pdf will be appended at the end of the PDF. However, in case of Insert, you can select the page where you want to insert the pdf
What if someone locks a file and forgets?
The file will remain locked for other users until it is unlocked.
Who has the access to upload a new version? Manager, Collaborator?
Files Permissions Manager Collaborator Contributor Consumer Viewer Upload new version- Created by self Y Y Y N N Upload new version- Created by others Y Y N N N
How to upload a new version?
Go to the file for which you want to upload new version>Click on “More”>Upload New Version>Select the file from your system and also the version of new file>Upload File(s).
What happens when you upload a new file with the same name as existing file?
It will add a number with the file name and upload it. For example, you have a file name “Important.txt” and you are retrying to upload the same again. It will be uploaded with the name “Important-1.txt”.
Can we copy/move files from one folder to another?
Yes, you can move or copy files/folders from one place to another. Go to the file/folder you wish to copy/move. Take your mouse to the right side of the folder and click on “More”. You will get the option of “Copy To” and “Move To”. · Once ...
How do I search which are the files I have uploaded (on Shared files)?
· Click on the option of “Shared Files”. · Just below the folder/file name, you will be able to see the created by.
Is there a way to control who can remove people from departments?
Only Manager of a department and Administrator of the DMS can remove people from departments. So all the users whom you will make manager of the department can remove any user from department. However, every user can remove own self from the ...
Can you add groups at the same time, instead of individual users?
Yes, you can add groups in the departments instead of adding individual users. 1. When you go to the option of “Department Members”, you will find an option “Groups”. 2. Click on “Add Groups”. Search for the group. 3. Click on “Add”. ...
What are the extra procedures needed when an employee resigns?
You need to disable the user account. To do so, you need to follow the following steps: 1. Admin will log-in and go to the option of “Users”. 2. Once you click on Users, search for the user who resigned. After getting the resigned users ...
Can you invite others as members of a department, if you are a collaborator?
No. At present only manager and Administrator of the DMS have the right to invite members of the department.
Can we see what level of access we have?
Yes, you can always check your role in a department when you will go to the option of “Department Members”.
What happens to the older version, when you upload a new version of a document?
Only the recent version will be visible to you. However, the older versions will always be available and you can retrieve them whenever required.
If I want to share a link with someone - where would we get the link?
You can easily share a file - even with people who don't have an EisenVault account. Clicking the Share action generates a URL that you can send by email or publish using social networking websites. People with access to the URL can view the file. ...
How can we delete from shared files?
Only Administrator of the DMS can delete shared files. Once Admin login, click on shared files. 1. Whichever file you wish to delete, select that. Then, go to the option of “Selected Items” and click on “Delete”. 2. The other method is that ...
Can you save directly from email to DMS?
Yes, you can save directly from email to DMS using our Outlook plugin or Gmail Chrome Plugin. Download Instructions: 1. Download the file from Eisenvault.com and Unzip the archive file. 2. Right click on .EXE file and ‘Run as administrator’ to ...
What does workflow search have?
Using the option of “Workflow Search”, you can search for the workflows. You can sort the data by date and priority.
Can we change the layout of the dashboard screen?
Yes, we can change the layout of dashboard. You can now choose whether the landing page for individual department is the dashboard, the document library, the wiki, the calendar, or another feature. You can even remove the dashboard altogether from a ...
Can I pre-define what type of Document type can be uploaded in a particular folder? If Yes, How?
Yes. Administrator of the DMS can fix the document type for all the files that will be uploaded in that folder. Please follow the below mentioned steps for the same: 1. Go to the admin tools and click on "Uploader Plus". 2. Once you click, it will ...
Can I reset my own password?
Yes you can reset the password. Just follow the steps as mentioned below: 1. Go to the top-right corner of the page. You will find your username. Click on that. 2. Once you click you will get a drop-down. There you will find the option of "Change ...
How can I create a new folder?
1. To create a folder, go to the menu bar as shown below: 2. Select the folder option from the drop down list: 3. After that a box will appear. Enter the name of the folder as per your requirement and click on "save": 4. The folder is created ...
Is it possible to customize the watermark according to my company logo or name? If yes, how?
It is possible to get customized watermark as per your requirement. For that please follow the step: Go to the file > click on “Watermark PDF File” > select “image” or “text” > select the location of your image (If you have selected image in last ...
How to rename any file that I have already uploaded in DMS?
We have 2 options to rename the files/folders. 1. You can rename the option using “Edit Properties” tab as shown below: 2. When you will move your cursor on the file/folder name, an edit pen icon will appear. Once you click the icon, it will give ...
What do you mean by OCR?
OCR is short for Optical Character Recognition. Or in simple word, you can understand that it make the data fields of any particular PDF file searchable.
How can I track the actions on any file?
You can track the action using the button “Audit Trail” as shown in the below screenshot: The output will be as below:
What is the typical time frame for an implementation?
Depending on the scope of your requirements and based on our experience in implementing the product, it may take from 10 days to 8 weeks. The implementation will be affected by the following factors: Customization of the software. How many documents ...
How do I add documents to library?
Adding documents to a department or to a folder is a simple process. This task assumes you are in the Document Library page component of the desired department. The first step in adding an item to your library is to determine where you want it to ...
How do I search for documents in EisenVault?
EisenVault allows you to use multiple criteria for an effective searching and saving your time.You may search for people, department or a document by using the search panel available on the top right of your screen.The search gives you all the ...
What are the various options in dashboard?
Your personal dashboard consists of dash-lets that allow you to track all information relevant to you. The first thing that you see after you login is your personal dashboard. The default setting shows you a list of below mentioned dash-lets:- My ...
What is the function of toolbar at the top?
The EisenVault toolbar is designed to help you to navigate EisenVault and to quickly find content, people or deparments. It's always available at the top of the page, wherever you are in DMS. Home - Opens your user dashboard. Department - Opens ...
How do I log in to EisenVault Document Management System
Step 1:- Open url www.eisenvault.net (or the specific URL that has been shared with you). Step 2:- Enter username and password allotted to you by your admin. Step 3:- Click login.